Shane Richardson is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at U.S. Bank and Wells Fargo Advisors. Outside of his advisory role, Richardson is involved in health and wellness businesses, including a personal training company and a skincare product line where he serves as a product ambassador. Morgan Stanley Wealth Management is a large institution offering a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured tools and investment modeling. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and employer-sponsored arrangements.

Braydon Mason is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 designations, and has seven years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at E*TRADE Securities from 2018 to 2023 and has a background that includes employment at O'Reilly Auto Parts and Utah State University. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm employs structured planning tools and modeling techniques to support client financial plans, managing approximately $2.74 trillion in client assets.

Niall Kaines is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses. He has been with Morgan Stanley since 2026 and has prior experience in roles ranging from education to small business operations. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and research from its Global Investment Committee.

Alan Smiley is a financial advisor with Wells Fargo Advisors in Lehi, Utah, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2011. Outside of his advisory work, he teaches people how to fly fish through a side business in Draper, Utah. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services, leveraging proprietary research and tools to develop tailored recommendations for clients who meet specific net-worth thresholds.

Jordan Castleton is a financial advisor at Fidelity with 15 years of industry experience. He holds the Series 63 and Series 66 designations. Castleton has worked at Fidelity Investments and Fidelity Personal and Workplace Advisors since 2010. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios and manages multiple registered investment companies and fund-of-funds.

Dillon Rawson is a financial advisor with Morgan Stanley in Sandy, Utah, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Iron Gate Global Advisors, E*TRADE Capital Management, and Fidelity Investments. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning that utilizes structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate agreements.

Ian Urry is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and four years of industry experience. He previously worked at E*Trade Securities and has held various roles outside of finance, including running Great Basin Staffing LLC, a talent acquisition and consulting business. Ian is also affiliated with the University of Utah. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and provides financial planning as part of a comprehensive suite of investment services.

D Brook Wardle is a financial advisor at Fidelity with 33 years of industry experience. He holds Series 63 and Series 66 designations and has been associated with various Fidelity entities since 1993. Outside of his advisory role, he is a partner at Orion Forensic Litigation Consulting Inc., a forensic psychology firm. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, specializing in discretionary portfolio management, model portfolios, and fund advisory through a combination of fundamental research and quantitative analysis.

Maxwell Mcleod is a financial advisor at Ameriprise with a Series 66 credential and four years of industry experience. His prior roles include positions at Wells Fargo Clearing and Mutual of America. Outside of his advisory role, he manages an advisory business with Alta Management Group, LLC. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that emphasize dependable income sources and tax-aware withdrawal strategies.

Andrew Epperson is a financial advisor with Equitable Advisors in Lehi, Utah, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with Equitable Advisors since 2004, including its predecessor AXA Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Peter Kranenburg Jr. is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Sagepoint Financial, Inc. and Next Financial Group, Inc. Outside of advising, he is involved in a firearms sales business operated with his son. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing in constructing diversified portfolios and provides access to third-party money managers and wrap programs.

Marcus Adkins is a financial advisor at Morgan Stanley with eight years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at E*TRADE Securities LLC and BYU OIT. Outside of finance, he is a video game streamer on Twitch. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and strategies.

Nathaniel Crowther is a financial advisor with Cetera who holds the CFP® designation and has 30 years of industry experience. His career includes roles at Securian Financial Services, Minnesota Life, Strategic Financial Partners, Renaissance Financial Corp, and Cetera Wealth Services. Crowther is also involved in real estate ownership, including managing rental properties and a luxury townhome used for both personal and rental purposes. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers diverse investment management and financial planning services across multiple program structures with access to affiliated and third-party managers.

Jeramiah Botkin is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. Prior to joining LPL Financial, he worked at Edward Jones for five years and Savage Services for seven years. Outside of his advisory role, he is connected to Brickhouse Bees LLC as a spouse and beneficiary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from internal and third-party sources.

Mina Hansen is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds the Series 63, Series 65, and Series 66 credentials and has been with Morgan Stanley since 2012. Outside of her advisory role, Hansen is involved in various food and package delivery services, including work with Uber Eats, DoorDash, Amazon Flex, Roadie Inc., and DeliverThat. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by structured discovery processes and sophisticated modeling tools.

Jeremy Leavitt is a CFP® with nine years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. His previous roles include positions at AMERIPRISE FINANCIAL SERVICES, LPL Financial, and Mountain America Federal Credit Union. He is also an adjunct professor at the University of Utah, teaching financial planning courses. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, noted for its specialized Premier Retirement Income service that offers written recommendation reports and ongoing planning advice focused on retirement income strategies.

Nathan Hale is a financial advisor at Cetera with a Series 66 credential and one year of industry experience. His prior work history includes roles at WaFd Bank and Renasant Bank, as well as positions in education and various service industries. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a large network of independent advisors, with access to multiple investment strategies and program structures.

Victoria Mc Bride is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has previously worked at Belong and Peak Orthopaedics. Outside of financial services, she is a fitness instructor and part owner of a fitness studio LLC, Shaly Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and a large national network of advisors and offices.

Adam Pignatti is a financial advisor at Equitable Advisors with five years of industry experience. He holds the Series 66 designation and previously worked at Advocates Inc. and Stifel Independent Advisors, LLC. Outside of his advisory role, he also works as an independent contractor for DoorDash. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, brokerage, insurance, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing a variety of sponsored and endorsed programs to deliver advisory and brokerage solutions.

Travis Pointer is a financial advisor with Merrill in Lehi, Utah, holding Series 63 and Series 65 licenses and seven years of industry experience. He previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA from 2018 to 2022. Outside of his advisory role, Pointer serves on a committee managing Land Trust funds for Lehi Elementary, participating in decisions on educational resource allocations. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional investors.